Latest Institutional Transactions on Lincoln National Corp (LNC)
This table provides information on the latest institutional transactions involving Lincoln National Corp (LNC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2+ 1.67% |
$42.5 - $55.7
|
122
$3.96K
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
10+ 0.13% |
$213 - $278
|
8.01K
$260K
|
|
Feb 14, 2024
Q4 2023
|
Mork Capital Management, LLC
Healdsburg, CA |
BUY
|
- |
36.7KNew |
$780K - $1.02M
|
36.7K
$1.19M
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-2.01K- 19.15% |
$42.7K - $55.9K
|
8.48K
$275K
|
|
Feb 14, 2024
Q4 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
19KNew |
$403K - $528K
|
19K
$616K
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
13.1KNew |
$279K - $366K
|
13.1K
$426K
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
2.03KNew |
$43.2K - $56.6K
|
2.03K
$66K
|
|
Feb 14, 2024
Q4 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
SELL
|
- |
-2.49K- 15.68% |
$52.8K - $69.2K
|
13.4K
$434K
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
40New |
$850 - $1.11K
|
40
$1.3K
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
9+ 2.07% |
$191 - $250
|
443
$14.4K
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
643K+ 128.11% |
$13.7M - $17.9M
|
1.15M
$37.2M
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
109New |
$2.32K - $3.03K
|
109
$3.54K
|
|
Feb 13, 2024
Q4 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-4.72K- 30.99% |
$100K - $131K
|
10.5K
$341K
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
17KNew |
$362K - $473K
|
17K
$552K
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
380New |
$8.08K - $10.6K
|
380
$12.3K
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
111+ 1110.0% |
$2.36K - $3.09K
|
121
$3.93K
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
6KNew |
$128K - $167K
|
6K
$195K
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-2.03K- 18.28% |
$43.2K - $56.5K
|
9.08K
$295K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-81- 6.71% |
$1.72K - $2.25K
|
1.13K
$36.6K
|
|
Feb 12, 2024
Q4 2023
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
45K+ 75.0% |
$957K - $1.25M
|
105K
$3.41M
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
8.98KNew |
$191K - $250K
|
8.98K
$292K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
13New |
$276 - $362
|
13
$422
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
335New |
$7.12K - $9.32K
|
335
$10.9K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-133- 36.44% |
$2.83K - $3.7K
|
232
$7.53K
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
500New |
$10.6K - $13.9K
|
500
$16.2K
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-401- 1.38% |
$8.53K - $11.2K
|
28.8K
$934K
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.9KNew |
$210K - $276K
|
9.9K
$321K
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-221- 2.82% |
$4.7K - $6.15K
|
7.62K
$247K
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-800- 72.73% |
$17K - $22.3K
|
300
$9.74K
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
83New |
$1.76K - $2.31K
|
83
$2.7K
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-150- 44.78% |
$3.19K - $4.17K
|
185
$6.01K
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
53New |
$1.13K - $1.47K
|
53
$1.72K
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
30.2KNew |
$642K - $841K
|
30.2K
$981K
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
848New |
$18K - $23.6K
|
848
$27.5K
|
|
Jan 30, 2024
Q4 2023
|
Everence Capital Management Inc
|
BUY
|
- |
4.55K+ 20.46% |
$96.7K - $127K
|
26.8K
$870K
|
|
Jan 29, 2024
Q4 2023
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
32.4KNew |
$688K - $901K
|
32.4K
$1.05M
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
87New |
$1.85K - $2.42K
|
87
$2.82K
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
BUY
|
- |
115KNew |
$2.44M - $3.2M
|
115K
$3.73M
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
328New |
$6.97K - $9.13K
|
328
$10.7K
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
21New |
$446 - $584
|
21
$682
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-195- 6.52% |
$4.15K - $5.43K
|
2.79K
$90.7K
|
|
Jan 25, 2024
Q4 2023
|
Raub Brock Capital Management LP
|
SELL
|
- |
-4.5K- 26.47% |
$95.7K - $125K
|
12.5K
$406K
|
|
Jan 24, 2024
Q4 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
PUT |
15KNew |
$319K - $417K
|
15K
$487K
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1K+ 200.0% |
$21.3K - $27.8K
|
1.5K
$48.7K
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
210New |
$4.46K - $5.84K
|
210
$6.82K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
20New |
$425 - $557
|
20
$649
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
6.51K+ 22.94% |
$138K - $181K
|
34.9K
$1.13M
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-10- 50.0% |
$213 - $278
|
10
$325
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.38KNew |
$29.2K - $38.3K
|
1.38K
$44.6K
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-761- 3.93% |
$16.2K - $21.2K
|
18.6K
$604K
|